Dylan
Smith
Kanen Wealth Management LLC
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About this Advisor
Dylan Smith is a financial advisor who works in Pompano Beach, Florida. Smith is on the advisory team at Kanen Wealth Management LLC. Over the course of their career, Smith has held roles at Fidelity Investments, Ernst And Young, State Farm, Dominion Payroll, Cafe Rio, Corey Vaughns Waterski School, Florida Southern College, The University Of Alabama, Deep Run High School, Financial Engines Advisors L.L.C, Singer Wealth Advisors LLC and Kanen Wealth Management LLC. Smith has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Kanen Wealth Management LLC is a financial advisory firm based in Pompano Beach, FL. It manages $301 million in assets under management among its 425 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 425 accounts, 18% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Kanen Wealth Management LLC offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and other services. Financial management fees depend on which services the firm provides the client. However, fees charged by Kanen Wealth Management LLC may include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kanen Wealth Management LLC Brokerage Details
$301,041,686
5
425
$708,333
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other
Dylan Smith Work History
Dylan has been registered as a financial advisor for 0 years.*
Kanen Wealth Management LLC
Financial Engines Advisors L.L.C
Singer Wealth Advisors LLC
Fidelity Investments
Ernst And Young
Corey Vaughns Waterski School
Corey Vaughns Waterski School
State Farm
Dominion Payroll
The University Of Alabama
Florida Southern College
Cafe Rio
Deep Run High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dylan Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kanen Wealth Management LLC
Pompano Beach, FL
Pompano Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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